Square

Overview

The Square integration connects your Square POS system to Pickitoo Connect, enabling order synchronization, menu management, and data routing between Square and your connected delivery or e-commerce platforms.

Prerequisites

• An active Square account with API access
• Square API credentials (access token or application credentials) from the Square Developer Dashboard
• A Pickitoo Connect account with an active organization

1. Set up Square API access

Square API access is managed through the Square Developer Dashboard.

1. 1

   Access the Square Developer Dashboard

   Log in to the Square Developer Dashboard and create or select an application.

2. 2

   Generate API credentials

   Copy your application credentials and access token from the Credentials section.

3. 3

   Configure API permissions

   Grant the necessary permissions for orders, catalog, and locations.

2. Configure the integration

Set up the Square integration in Pickitoo Connect.

1. 1

   Add a Square integration

   In Pickitoo Connect, go to Connect > Integrations > Add, and select Square.

2. 2

   Enter your credentials

   Provide your Square access token and location ID.

3. 3

   Authorize the connection

   Pickitoo Connect will use your credentials to establish a connection with Square. Verify the connection status shows as active.

4. 4

   Enable the integration

   Toggle the integration to enabled to start syncing data.

3. Set up connections

Create connections to route Square data to your other integrations. For example, connect Square as a source to push order data to a delivery platform.

4. Verify the setup

Create a test order in Square and verify it appears in the Events tab. Check the Transfers tab to confirm data is being routed to connected platforms.